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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,657 | $91,198+76.2% | $178,503-10.0% | $79,856+101.2% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 22.55% | 24.20%-1.6pp | 151.12%-128.6pp | 31.71%-9.2pp |
| Employer contribution / active EE | $5,263 | $3,257+61.6% | $5,011+5.0% | $2,471+113.0% |
| Participant deferral / active EE | $6,418 | $3,237+98.3% | $5,202+23.4% | $3,741+71.6% |
| Admin fee / account holder | $5,363 | $6,748-20.5% | $13,987-61.7% | $5,306+1.1% |